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Insights and Analytics for CLFP

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Setting Up Insights and Analytics for Curriculum Led Financial Planning

Overview of the process

  • Ensure you have a SIMS-ID account
  • Activating the Insights and Analytics application in the SIMS-ID Tile Store
  • Setting up the People Service
  • Configuring SIMS Services Manager to extract SIMS and FMS data from your school
  • Approve which staff are to have access to CLFP in SIMS-ID
  • Complete school specific settings in CLFP and start using the dashboards

Ensure you have a SIMS-ID account

After you sent your contract back, we will check if your school is setup with SIMS-ID and whom the SIMS-ID administrators are. If you are already using SIMS-ID, we will inform you of your school’s SIMS-ID administrators. If your school is not setup with SIMS-ID, then we will activate this for your school and provide you with the first SIMS-ID administrator username and password. Please expect to hear from us with your SIMS-ID status and relevant information.

  • SIMS Pay
  • SIMS Parent
  • SIMS Activities
  • Options Online
  • FMS Making Tax DIgital
  • SIMS-ID for o365, Google or Microsoft Teams

You will need to work with a SIMS-ID administrator account holder to progress to the next step

Activating the Insights and Analytics application in the SIMS-ID

Log into SIMS-ID at https://id.sims.co.uk with an administrator account:

Experiencing trouble with logging into SIMS-ID, please see this article

Once logged in, from the launcher window, click on the Tile Store widget:

From the top menu bar, now select Available Applications. You can can now use the search facility to locate the Insights and Analytics Tile:

Click on the green Install button at the bottom of the tile: